BIEGEL & WALLER LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 379 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 1.76 and the average weighting 0.4%.

Quarter-by-quarter ownership
BIEGEL & WALLER LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2019$6,462,000
-9.7%
210,210
-9.8%
3.61%
-1.3%
Q2 2019$7,160,000
-10.7%
233,087
-10.3%
3.66%
-11.2%
Q1 2019$8,021,000
+6.0%
259,917
-1.4%
4.12%
-7.7%
Q4 2018$7,567,000
-28.8%
263,571
-19.0%
4.47%
-27.1%
Q3 2018$10,624,000
-2.1%
325,594
-3.9%
6.13%
-9.3%
Q2 2018$10,855,000
-4.3%
338,689
-1.5%
6.76%
-6.2%
Q1 2018$11,345,000
-49.2%
343,688
-48.0%
7.20%
-44.5%
Q4 2017$22,353,000
+2.3%
661,524
+2.2%
12.98%
-5.5%
Q3 2017$21,858,000
-2.8%
647,466
-5.8%
13.74%
+0.1%
Q2 2017$22,483,000
+12.0%
687,124
+7.7%
13.73%
-0.9%
Q1 2017$20,077,000
+14.2%
638,167
+11.6%
13.85%
+12.9%
Q4 2016$17,586,000572,08112.27%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Curbstone Financial Management Corp 21,910$613,2610.14%
CHEMUNG CANAL TRUST CO 21,067$589,6640.12%
Fifth Third Wealth Advisors LLC 9,943$278,3050.09%
Fragasso Group Inc. 30,863$863,8570.08%
Lowe Wealth Advisors, LLC 2,410$67,4560.03%
Anchor Investment Management, LLC 5,325$149,0610.02%
Versant Capital Management, Inc 1,489$41,6770.01%
ST GERMAIN D J CO INC 820$22,9520.00%
View complete list of ISHARES TR shareholders